The SECURE Act is changing the way you can utilize and pass on your IRA's and retirement accounts. You need a written financial , retirement and legacy plan. In todays show special guest host Rosemary Ballance talks about the process to get a complementary consultation and get a written plan.

The SECURE Act and Your Financial Plan

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

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The SECURE Act and Your Financial Plan

The SECURE Act and Your Financial Plan